Heidi Ricken-Provost, Gerry Ricken, and co-host Doug Turnbull explain the first two of ten different tax diversification strategies. Gerry and Heidi talk about required minimum distributions: the ages they kick in, why taking them earlier in the year is better, what the penalties and deadlines are, how they increase with age, and how to pay the least taxes on them when they disperse. They also explain qualified charitable distributions and the limits on those and which retirement accounts can pay them. And Gerry shares about a tax seminar and dinner for clients and friends in mid-March.
To learn more about the upcoming March 12th/13th educational tax dinner, the March 25th/26th women’s seminar, and other Ricken Financial events, call 314-442-6476 or visit www.rickenfinancial.com!
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